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Brian Patrick Kavanaugh

Archvest Wealth Advisors, Inc.

Concord, CA

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Current Employers
Archvest Wealth Advisors, Inc.

1390 Willow Pass Rd. #930, Concord, CA 94520 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-12-12
  • CA RA
    APPROVED
    Since 2021-12-12

Branch Locations

1390 Willow Pass Rd. #930, Concord, CA 94520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quasar Distributors, Llc Milwaukee WI 02/2016 05/2017
Horizon Investments Charlotte NC 02/2016 05/2017
Advisors Preferred, Llc Rockville MD 10/2018 12/2019
Kensington Analytics San Juan PR 10/2018 11/2018
Unemployed Los Angeles CA 05/2017 11/2017
New Ed Inc Los Angeles CA 11/2017 Present
Self-Employed Los Angeles CA 07/2017 11/2020
Coach/Actor Los Angeles CA 07/2019 10/2021
Archvest Wealth Advisors Walnut Creek CA 12/2021 Present
  • 02/2016 → 05/2017
    Quasar Distributors, Llc
    Milwaukee, WI
  • 02/2016 → 05/2017
    Horizon Investments
    Charlotte, NC
  • 10/2018 → 12/2019
    Advisors Preferred, Llc
    Rockville, MD
  • 10/2018 → 11/2018
    Kensington Analytics
    San Juan, PR
  • 05/2017 → 11/2017
    Unemployed
    Los Angeles, CA
  • 11/2017 → Present
    New Ed Inc
    Los Angeles, CA
  • 07/2017 → 11/2020
    Self-Employed
    Los Angeles, CA
  • 07/2019 → 10/2021
    Coach/Actor
    Los Angeles, CA
  • 12/2021 → Present
    Archvest Wealth Advisors
    Walnut Creek, CA
Previous Registrations
Other Businesses

Actor, perform occasionally on television, not investment related, no hours during trading hours, 3 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-30
S63 Uniform Securities Agent State Law Examination 2007-03-02
  • S65 Uniform Investment Adviser Law Examination
    2018-10-30
  • S63 Uniform Securities Agent State Law Examination
    2007-03-02
Other Names
  • Brian P Kavanaugh

View on SEC IAPD

Other Firms

ASSETMARK, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTMENT GROWTH MANAGEMENT, INC
WELLS FARGO CLEARING SERVICES, LLC
TECHFELLOWS MANAGEMENT, LLC
EDWARD JONES
PFS INVESTMENTS INC.
D & T FINANCIAL ADVISORS, INC.

Other Investors

MICHAEL KIM
JOHN ALLEN BUCHANAN
BRADLEY ALLEN
JASON ELLIOT CADELL
DYLAN ALEXANDER SCHLOTT
JENNIFER LINDA ADAMS
Joseph Patrick Condon
KEITH DAVID STEMPEL

Other Offices

ASSETMARK, INC. · CONCORD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA
INVESTMENT GROWTH MANAGEMENT, INC · Concord, CA
WELLS FARGO CLEARING SERVICES, LLC · CONCORD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA
TECHFELLOWS MANAGEMENT, LLC · CONCORD, CA
EDWARD JONES · Concord, CA
PFS INVESTMENTS INC. · CONCORD, CA

More in Concord, CA

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